2. Requirement
Match Leads to Companies with support of web-to-lead flow
Use Web-to-Lead and data.com API to generate Lead
Match Lead with Data.com Contact/Company data and convert Lead to
Account/Contact/Opportunity
Create new SFDC Account/Contact data in case one does not exist in
Data.com/Salesforce.com
Access D&B data for latest updates
4. Logical Process Flow
ID Process Flow Scenarios
A Company and Contact exists in Salesforce.com and Data.com/D&B
B Company and Contact exists in Salesforce.com but not in Data.com/D&B
C Company exists in Salesforce.com and Data.com/D&B, but not Contact
D Company and contact doesn’t exists in Salesforce.com or Data.com/D&B
Web Source
Web-to-lead API
Contact Match in
Data.com (API)
Company match
in Data.com (API)
Create Lead with link to
Data.com, D&B number
and Campaign
Link to existing Account
and Contact, in
Data.com,/D&B number,
Related Campaign
Create Lead with link
to Data.com and
Campaign
Account and Contact
are linked to existing
SFDC and Campaign
Manually run Data.com search
and link to existing
Salesforce.com account
Company match
in Data.com (API)
without Contact
Create New Lead
in SFDC
Create New
Account, and
Contact in SFDC
Create Lead with
DUNS number
Account linked to
Data.com and
Campaign with DUNS
number. New SFDC
contact
B
Y
Y YN N
N
DCA
5. Scenario A: Web-to-Lead with existing Company and Contact in Data.com/D&B
1. First Name
1. Last Name
1. Company
1. Email Account
1. Comments
1. Name
2. Company
1. D&B Company
1. DUNS number
Account
2. Campaign
Pulls the available data from
Data.com
Web Source
Lead has all details to can be linked to existing
Account and Contact
1. Name
1. Company
1. Email
2. Title
1. Address
2. Phone
3. SCI / NAICS
4. Company Details
5. D&B Company
6. Data.com Key
Lead
Account
Related Campaign list
1. First Name
1. Last Name
1. D&B
Company
2. Campaign
3. Data.com
key
Contact
Related Account
Clean Status: In Sync
Related Contact list
Opportunity data
Opportunity
Web 2
Lead
6. Scenario B: Company and Contact exists in Salesforce.com but not in Data.com/D&B
1. First Name
1. Last Name
1. Company
1. Email Account
1. Comments
Account data
Web 2 Lead
Web Source
Insufficient Lead data,
Missing Company, Contact
and D&B Details
Run Company
Search/match
Data.com
Lead
Account
Related Campaign list
Company Data match
found in Salesforce.com.
Lead data is complete
Additional Lead data
Contact data
Contact
Clean Status: In Sync
Opportunity data
Opportunity
7. Scenario C: Company exists in Salesforce.com and Data.com/D&B, but not Contact
1. First Name
1. Last Name
1. Company
1. Email Account
1. Comments
Account data
Web 2 Lead
Web Source
Insufficient Lead data,
Missing Company, Contact
and D&B Details
Run Company
Search/match
Data.com
Lead
Account
Related Campaign list
Company Data match
found in data.com. Lead
data is complete
Additional Lead data
New Contact data
Contact
Clean Status: Not Found
8. Scenario D: Company and contact doesn’t exists in Salesforce.com or Data.com/D&B
1. First Name
1. Last Name
1. Company
1. Email Account
1. Comments
Web 2 Lead
Web Source
Insufficient Lead data,
Missing Company, Contact
and D&B Details
Run Company
Search/match
Data.com
Related Campaign list
Neither Company nor
Contact data match found
in Salesforce.com
Additional Lead data
New Contact data
Contact
Clean Status: Not Found
Company Detail
Data.com/D&B
Sync job to update
DUNS number if the
Company is created in
D&B using Data.com
API
Lead
New Account data
Account
9. • Enable Web-to-Lead and create User
From with minimal set of fields
• Create for with custom fields as well as
hidden inputs
• Add Validation and Error checking to
Form for better quality data comparison
• Post the HTML form snippet to web site
• Max 500 Lead creation in 24 hour
• Additional requests Salesforce.com
stores in pending queue max limit is
50,000
• Executes remaining requests on limit
refresh
Web-to-Lead
10. • Convert Lead allows to create
Account/Contact/Opportunity
• All data from Lead is copied into new
Account, Contact and Opportunity
• In-order sync Company data with D&B(DUNS
number) Data.com support is helpful
• Prior to Lead creation/conversion compare
the it with Data.com
• Add button to ‘Data.com Match Company’
which will trigger match/search in Data.com
• If the match found select it, D&B/Company
related data added to Lead
• If Company exist in Data.com then
corresponding D&B record is automatically
created in Salesforce and linked to the lead
record via D&B company field
Match Lead to Company
11. • DATA mismatch
• DATA type mismatch
• Duplicate Accounts/Contacts
• Existing triggers/Workflow Rules
Challenges
All the std fields are migrated from Lead to Account/Contact and opportunity
Custom fields need mapping separately
Force.com site can be used it has its advantages that site creation is easy, record directly created in SFDC
Hidden inputs, esesntial values are hiddent to user but it populates the additional information on click of Submit button and allows you connect Lead to Campaign
Use workflow to update the Form as per the Lead Source
Leverage data.com ‘Clean’ feature, tell the Lead/Account status
Add data.com Company match or search button
Clean stores the clean job logs now for 21 days
Data mis-match leads into Duplicate records when these records are identified as duplicates they are treated as single record and will consume only one license
Datatype mis match truncates data eg. if you map text to picklist
4. use Clean(190 edition), it skips triggers and Workflow Triggers/workflow rule Job Bypass preference
Data mis-match leads into Duplicate records when these records are identified as duplicates they are treated as single record and will consume only one license
Datatype mis match truncates data eg. if you map text to picklist
4. use Clean(190 edition), it skips triggers and Workflow Triggers/workflow rule Job Bypass preference
